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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,294 | $78,423+121.0% | $95,964+80.6% | $79,856+117.0% |
| Participation rate | 98.6% | 73.5%+25.2pp | 77.1%+21.6pp | 69.6%+29.0pp |
| Annual return | 0.74% | 19.37%-18.6pp | 91.64%-90.9pp | 31.71%-31.0pp |
| Employer contribution / active EE | $2,072 | $1,945+6.5% | $2,541-18.5% | $2,471-16.1% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $24,824 | $5,622+341.6% | $6,797+265.2% | $5,306+367.8% |